AWM
Argent Wealth Management Portfolio holdings
AUM
$602M
This Quarter Return
-14.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$492M
AUM Growth
-$105M
(-18%)
Cap. Flow
-$19.4M
Cap. Flow
% of AUM
-3.95%
Top 10 Holdings %
Top 10 Hldgs %
47.96%
Holding
186
New
9
Increased
60
Reduced
82
Closed
25
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$9.05M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$3.85M |
| 3 |
SPDR Gold Trust
GLD
|
$3.74M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$3.65M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.62M |
Top Sells
Sector Composition
| 1 | Technology | 13.41% |
| 2 | Financials | 3.82% |
| 3 | Healthcare | 3.49% |
| 4 | Consumer Staples | 1.56% |
| 5 | Industrials | 1.35% |
